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Capital Investment Advisors’s Duke Energy DUK Stock Holding History

Capital Investment Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.52M Buy
65,063
+916
+1% +$115K 0.12% 125
2025
Q4 		$7.52M Buy
64,147
+2,018
+3% +$246K 0.11% 129
2025
Q3 		$7.69M Buy
62,129
+46
+0.1% +$5.58K 0.13% 124
2025
Q2 		$7.33M Buy
62,083
+3,166
+5% +$374K 0.13% 122
2025
Q1 		$7.19M Buy
58,917
+1,376
+2% +$157K 0.14% 118
2024
Q4 		$6.2M Buy
57,541
+222
+0.4% +$25.1K 0.13% 122
2024
Q3 		$6.61M Sell
57,319
-2,096
-4% -$233K 0.14% 126
2024
Q2 		$5.96M Buy
59,415
+433
+0.7% +$43.3K 0.13% 124
2024
Q1 		$5.7M Sell
58,982
-1,338
-2% -$127K 0.13% 125
2023
Q4 		$5.85M Sell
60,320
-1,073
-2% -$97.6K 0.15% 121
2023
Q3 		$5.42M Buy
61,393
+1,542
+3% +$141K 0.15% 117
2023
Q2 		$5.37M Sell
59,851
-2,666
-4% -$252K 0.16% 106
2023
Q1 		$6.03M Sell
62,517
-1,362
-2% -$135K 0.18% 106
2022
Q4 		$6.58M Sell
63,879
-95
-0.1% -$9.12K 0.2% 103
2022
Q3 		$5.95M Buy
63,974
+913
+1% +$98.1K 0.2% 101
2022
Q2 		$6.76M Buy
63,061
+474
+0.8% +$52.1K 0.22% 96
2022
Q1 		$6.99M Sell
62,587
-1,546
-2% -$161K 0.21% 102
2021
Q4 		$6.73M Sell
64,133
-389
-0.6% -$39.4K 0.21% 102
2021
Q3 		$6.3M Buy
64,522
+1,298
+2% +$134K 0.21% 97
2021
Q2 		$6.24M Buy
63,224
+166
+0.3% +$16.7K 0.22% 93
2021
Q1 		$6.09M Buy
63,058
+2,778
+5% +$254K 0.23% 88
2020
Q4 		$5.52M Buy
60,280
+2,829
+5% +$262K 0.23% 85
2020
Q3 		$5.09M Buy
57,451
+436
+0.8% +$35.9K 0.24% 83
2020
Q2 		$4.55M Buy
57,015
+8,737
+18% +$738K 0.24% 90
2020
Q1 		$3.9M Sell
48,278
-3,024
-6% -$278K 0.25% 88
2019
Q4 		$4.68M Sell
51,302
-972
-2% -$89.1K 0.23% 103
2019
Q3 		$5.01M Sell
52,274
-52
-0.1% -$4.73K 0.26% 93
2019
Q2 		$4.62M Buy
52,326
+3,972
+8% +$351K 0.25% 95
2019
Q1 		$4.35M Sell
48,354
-865
-2% -$76.3K 0.25% 92
2018
Q4 		$4.25M Buy
49,219
+66
+0.1% +$5.62K 0.28% 85
2018
Q3 		$3.93M Sell
49,153
-67
-0.1% -$5.42K 0.23% 91
2018
Q2 		$3.89M Buy
49,220
+782
+2% +$60.1K 0.24% 86
2018
Q1 		$3.75M Buy
48,438
+2,902
+6% +$224K 0.24% 87
2017
Q4 		$3.83M Buy
45,536
+1,381
+3% +$121K 0.25% 84
2017
Q3 		$3.71M Sell
44,155
-1,803
-4% -$154K 0.25% 87
2017
Q2 		$3.84M Buy
45,958
+210
+0.5% +$17.7K 0.28% 87
2017
Q1 		$3.75M Buy
45,748
+752
+2% +$59.8K 0.28% 80
2016
Q4 		$3.49M Sell
44,996
-1,578
-3% -$121K 0.29% 71
2016
Q3 		$3.73M Buy
46,574
+602
+1% +$49.9K 0.33% 69
2016
Q2 		$3.94M Buy
45,972
+1,328
+3% +$106K 0.37% 59
2016
Q1 		$3.6M Buy
44,644
+706
+2% +$53.4K 0.35% 65
2015
Q4 		$3.14M Sell
43,938
-474
-1% -$33.3K 0.32% 70
2015
Q3 		$3.19M Buy
44,412
+205
+0.5% +$14.8K 0.36% 62
2015
Q2 		$3.12M Buy
44,207
+391
+0.9% +$29.5K 0.34% 73
2015
Q1 		$3.36M Sell
43,816
-230
-0.5% -$18.7K 0.36% 68
2014
Q4 		$3.68M Sell
44,046
-550
-1% -$44.3K 0.41% 64
2014
Q3 		$3.33M Buy
44,596
+78
+0.2% +$5.69K 0.38% 67
2014
Q2 		$3.3M Sell
44,518
-114
-0.3% -$8.2K 0.38% 72
2014
Q1 		$3.18M Sell
44,632
-29
-0.1% -$2.02K 0.4% 71
2013
Q4 		$3.08M Buy
+44,661
New +$3.13M 0.41% 66

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Investment Advisors's DUK Position: Q1 2026 in Review

Capital Investment Advisors increased its Duke Energy (DUK) stake by 1.4% in Q1 2026, buying an estimated $115K and bringing the position to 65,063 shares worth $8.52M. The position accounts for 0.12% of the portfolio, ranked #125.

Capital Investment Advisors first reported a position in DUK in Q4 2013 and has held it in 50 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Capital Investment Advisors held 65,063 shares of Duke Energy worth $8.52M as of Q1 2026.
  • Capital Investment Advisors bought 916 Duke Energy shares in Q1 2026, an estimated $115K.
  • Duke Energy made up 0.12% of Capital Investment Advisors's portfolio in Q1 2026, its #125 holding.
  • Capital Investment Advisors first reported a position in Duke Energy in Q4 2013 and has held it in 50 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.